Forecast, win rate, delivery burn, profitability, overdue work, late milestones, billing and approvals — the numbers, live.
Kanban board of every proposal with deal values, expected close dates, weighted forecast and win/loss reasons.
One record per customer linking every assessment, proposal, estimate and contract — plus action items and the multi-year program.
Drop a Salesforce Opportunity report (CSV) to create customers and prefilled draft CMCT projects — opportunity number, account, region, sales rep, stage, amount and close date.
Your personal to-dos and work assigned to you — a board with columns, checklists and links to the official records.
The Rolling Action Item List across every contract — numbered actions, owners, due dates, snapshots and branded exports.
Cross-project institutional memory — lessons resurface at kickoff for the same customer or products, with the reason shown.
Who is working on what, week by week — assignments, leave, training and travel across the team, with Delivery load and conflict warnings.
Engineers × months heatmap of planned contract load vs available hours — can we take another contract without hiring?
Engineer skill matrix per product — who is qualified for which tasks, used when assigning delivery work.
Structured intake for the first customer meeting: contacts, asset counts, existing environment — converts into pre-filled CMCT and estimator drafts in one click.
Cyber Maintenance Calculation Tool. Scope assets and products, calculate annual maintenance hours, and export the proposal as PDF or Excel.
Quote one-time implementation projects: solutions × standard work blocks (FDS, DDS, FAT…), margin & discounts, milestones — and a one-click customer proposal document (.docx).
Guided questionnaires with automatic risk scoring — NIS2 Strategic Risk Assessment first; CSHazop and GAP assessments later.